$Micron Technology(MU)$ Micron has become a retail favorite. Even if the thesis is completely right, expect to get played by institutions in every way possible. I'm still buying anyway. A good bit of Micron and quite a lot more of SKHY.

$Applied Optoelectronics(AAOI)$  This is a massive turnaround story scaling rapidly as 400G and 800G optical transceiver demand kicks into overdrive. Top-line revenue surged over 80% to $455M in FY25, pulling gross margins up to 30% and narrowing net losses dramatically. With strong hyperscale partnerships and Wall Street targeting a $163+ price tag, the operating leverage is just starting to ignite.

$SK hynix(SKHY)$ Posted 212% revenue growth and 1073% net income growth last quarter. The stock is down 15% because "memory is cyclical" and "China might catch up." Meanwhile analysts have a $252 target and the stock trades at 10x earnings. Cyclical or not, those numbers don't lie. Holding.

$SpaceX(SPCX)$  Elon came across as modest and a bit nervous during the Q2 earnings broadcast. The past three months have brought a lot of relevant, positive developments, many of which haven't been fully noticed yet. The next earnings report could really surprise Wall Street.

$SK hynix(SKHY)$ Looking at the recent numbers, SK hynix trades at a P/E of 7.6x, while the US Semiconductor group sits at 50.3x and close peers at 61x. That should put this well above $400 per ADR.

$Applied Optoelectronics(AAOI)$ I made a $2K premium for the month selling calls, plus all my gains on shares. This is a company worth holding onto for some time. External noise shouldn't drive your decision-making or push you into panic moves.

$Applied Optoelectronics(AAOI)$  We all know this is a very volatile stock. I got into AAOG a bit early this morning. I'm holding. I'm 100% confident it hits $3 again going forward. LFG!

$ZenaTech, Inc.(ZENA)$ Current HOD $1.39 - RSI(14) now 40.49 and rising. $Tesla Motors(TSLA)$  $Meta Platforms, Inc.(META)$  $SpaceX(SPCX)$ 

$Bloom Energy Corp(BE)$ Bloom looks ready to bloom. Nice recovery, and it's consolidating above the ATH AVWAP.

Prior uptrend support has now turned into resistance. It's making a second attempt at it. MACD is curling up as momentum picks up. 162 is my next target. $SpaceX(SPCX)$ 

$Webull Corp(BULL)$ $SpaceX(SPCX)$  $Ondas Holdings Inc.(ONDS)$ $USA Rare Earth Inc.(USAR)$ Oil is coming down. I'm not buying what the media is selling on this one. The world is collapsing, lol. The 10-year bond looks closer to a top. Mortgage rates at 7%? So what, I had 8.5%. Looking at the day charts for oil and the 10-year note, oil is below the 20-day EMA, and the 10-year bond looks like it's topping based on history or the monthly chart. The last chart is a triangle. In my view, the markets know oil's elevated levels are coming down in a few months, and the 10-year

$Bloom Energy Corp(BE)$  Since the July drop, my view hasn't changed: if you lost money because of that report, HunterBROKE is where the issue was, not Bloom. And with the stock recovering nicely, it's getting pretty clear which narrative is holding up and which one isn't. Maybe the focus should be on the people who caused the panic, not the company that kept executing.

$Bloom Energy Corp(BE)$  Buckle in. I'm looking at 290-300 by end of week. Honestly, we should have already been there last week.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ They are using the clarity and rate hike narrative to keep some investors sidelined and bears leaning short, which sets up the possibility of a massive short squeeze.

$X-Energy(XE)$ I've been buying long term calls every day. It could pull back to $10, but this one might eventually get squeezed up to $50 or higher, similar to what happened with BE.

$SK hynix(SKHY)$ I have never invested in a company that makes this many positive moves. I can't be the only one here who feels the stock should be around $240/share by now. SK has been insanely aggressive in ramping up to meet this memory shortage. This anti-AI scare week means nothing to me. AI is happening and SKHY is going to make us more money. I heard Cramer on Squawk Box recently. The guy is loony. But he made a good point about people selling their NVIDIA at $205. In 2 years, will those who sold off their AI stocks think it was a smart move? Is AI going away? Is the buildout really going to be stopped or slowed down?

$FuelCell(FCEL)$ In my view, Few as CEO has been lackluster. He hasn't brought much growth, and the company feels stagnant compared to competitors. It seems like he's mostly holding onto previous contracts rather than securing new ones. Another issue is that, unlike the CEOs at $Bloom Energy Corp(BE)$  and $Tesla Motors(TSLA)$ , his ownership stake is much smaller by comparison. I think if Livingston has the vision and nerve to compete, a change of leadership might be the best path forward. Any thoughts?

$Bloom Energy Corp(BE)$ This one seems completely detached from the broader market. Could we see $300 after the FOMC decision?

If combined $SpaceX(SPCX)$  and $Tesla Motors(TSLA)$  reaches $25 trillion plus in 2035, missing that move would be something to regret.

$Direxion Daily Semiconductors Bear 3x Shares(SOXS)$ Could see another gap up if CPI comes in weak. Might grab some before the close.